WS #4600
No genuinely new market-moving developments have emerged in the last 10 minutes. The narrative remains focused on the fragile US-Iran ceasefire and its implications for oil supply and regional stability, with no material changes or counter-signals reported.
Key developments
- Iran restricts Strait of Hormuz to 15 vessels/day under ceasefire, escalating oil supply risks
- Israel expands defensive points in Lebanon from 5 to 15, heightening Middle East conflict risks
- Meta signs $21 billion AI deal with CoreWeave, one of largest AI infrastructure agreements
- Justice Department opens investigation into NFL for anticompetitive tactics
- GDP growth at 0.5% and high VIX (31.05) signal weak economic momentum and elevated volatility